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Pennell CPA Background & Overview Overview
Type
Family Office - Multi
General Information
Pennell CPA is a multi-family office headquartered in Grand Rapids. The firm provides comprehensive financial oversight, investment management, and strategic planning for high-net-worth families. With a focus on long-term wealth preservation and tailored advisory, Pennell CPA coordinates tax, estate, and philanthropic strategies to align with clients’ objectives—supports multi-generational financial stewardship and delivers integrated solutions across complex family structures.
Contact Information
Website:
Year Founded:
Pennell CPA Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
Pennell CPA Leadership & Principals
Title:
Email:
Corporate Office:
Grand Rapids, US
Pennell CPA Portfolio & Notable Allocations
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